Meet Mandy
Mandy has worked at Five Point since 2021 and is enjoying the challenging of learning about Financial Services. Every day is a school day!
Mandy’s day to day role involves co-ordinating all aspects of the office, from taking client calls, booking in reviews, submitting applications, co-ordinating monthly reports, and valuations with our external para-planners to reconciling remuneration and submitting applications.
Personally
Away from the office, Mandy is married with 3 children and dog mama (most importantly) to 2.
Mandy loves long dog walks, the theatre, watching her son play football, her adult children’s company, reading and meals out with close friends.
An interview with Mandy
On an ideal weekend, you can find me:
"Face-timing/catching up with our daughter who is travelling, a bit of retail therapy, walking the dogs, quality time with the family, eating good food and relaxing with a good movie! "
My favourite holiday destination is:
"Egypt, though I am happy to holiday in the UK these days so the dogs can come with us. "
My favourite song to play in the car is:
"Depends on my mood, something uplifting that you can sing along to!"
The first album I bought was:
"Seven and the Ragged Tiger by Duran Duran "
If I could be any fictional character, I would be:
"‘The Bride’ Kill Bill"
If I could turn any activity into an Olympic sport, I would win a medal in:
"Drinking tea"
When the dessert menu arrives, I’m looking for:
"Something citrussy "
The three qualities that draw me to new people are:
"Humour, kindness, friendly"
My pet peeve is:
"Bad manners"
The best gift I’ve ever received is:
"Aside from my children (corny but true!), roller boots! "
What our clients say
“We find this relationship to work admirably for us. David is the expert in a field in which we could never hope to be so proficient. We have every intention of maintaining this relationship long into the future.”
Clients since 2003
“David’s financial planning advice and knowledge is excellent, and he talks to me in terms I can understand, not financial jargon! I don’t have to look too closely at what is happening, as I know David will be doing that.”
A client since 2004
"Running your own company is all about having the right people, and people you can trust to do what is needed, Five Point are those people."
"Helena is efficient in dealing with our financial affairs, is very approachable and explains things patiently in understandable language."
"Helena takes a genuine interest in achieving the best financial solution for her clients."
Get in touch
Got questions? Ready to book an initial no-obligation meeting? Leave a message using our form below and we’ll be back in touch as soon as we can.
